See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,319 | $92,703-56.5% | $82,719-51.3% | $134,475-70.0% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -26.26% | 944.92%-971.2pp | 701.18%-727.4pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,815 | $3,274-44.6% | $3,009-39.7% | $4,740-61.7% |
| Participant deferral / active EE | $4,354 | $4,802-9.3% | $4,395-0.9% | $6,400-32.0% |
| Admin fee / account holder | $298 | $5,983-95.0% | $5,329-94.4% | $11,426-97.4% |